Use Case: Issue a Transaction Refund
You can issue a credit or debit card refund as part of a service or product return from one of your customers in the Portal. This tutorial will walk you through the steps to issue a full or partial refund to a customer who has processed a payment for a good or service from your business.
Objective
Issue a full or partial refund to a customer from one of your transactions.
Audience
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Prerequisites
You must have a fully boarded Merchant account to perform any of the actions described in this use case guide.
Warnings
Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.
Warning: The refund payment will be deducted from the Merchant's available account balance.
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Issue a Refund
1. Access the Payment History Page
Click PAYMENT HISTORY under Payments in the left-hand navigation panel to open the Payment History page.
2. Open the Transaction Details Page
Locate the transaction in the Payment History table and click on it to open the Transaction Details page.
3. Issue a Full or Partial Refund
Step 1: Click the REFUND button in the Action Panel below the Transaction Details Banner section to open the Refund lightbox on the page.
Step 2: Enter the amount for a partial refund, or refund the entire amount by default.
Step 3: Click REFUND.
Result: The Refund is issued to the customer and should be available in 3-5 business days.
Next Steps
Once the refund is issued, review the following guides for additional information on related topics:
Process a Card Payment with Create Payments: Process a payment that includes Level 2 and Level 3 information using the Process a Card Payment with Create Payments page.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information using the Process a Card Payment with Quick Charge page.
Conclusion
The refund has been issued and will be deducted from your available account balance.
References
Click the links or items below to access any of the following pages: